Andgar Retirement Fund — Form 5500 plan (Andgar Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Andgar Retirement Fund is a benefit plan reported by Andgar Corporation under EIN 91-0898015 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $16,773,747 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Andgar Corporation
- EIN
- 91-0898015
- Plan number
- 001
- Plan type
- 2
- Location
- Ferndale, WA
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $16,773,747
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20250708122410NAL0002658899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,773,747
- Total liabilities (EOY)
- $15,620
- Net assets (EOY)
- $16,758,127
- Net assets (BOY)
- $13,051,982
Income & contributions
- Employer contributions
- $150,423
- Participant contributions
- $936,669
- Total contributions
- $1,368,999
- Total income / additions
- $4,757,766
Expenses & distributions
- Benefits paid
- $965,319
- Administrative expenses
- $86,302
- Total expenses
- $1,051,621
- Net increase / (decrease)
- $3,706,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Northwest Advisory Service | NONE | $52,411 | not reported in the loaded dataset | 2023 |
| American Northwest Rps | NONE | $14,124 | not reported in the loaded dataset | 2023 |
| Larson Gross Assurance, Pllc | NONE | $12,530 | not reported in the loaded dataset | 2023 |
| Benefit Trust Conpany | NONE | $7,237 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Andgar Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Ferndale, WA
- American Northwest Advisory Service — Schedule C compensation
- American Northwest Rps — Schedule C compensation
- Larson Gross Assurance, Pllc — Schedule C compensation
- Benefit Trust Conpany — Schedule C compensation